Respondents believe that robust end market demand will be secular in several verticals, which could “flatten the sine wave” of semi industry cyclicality and prolong the current demand cycle. The accompanying assumption is that the industry would see a “softer landing” or shift to oversupply conditions 1-2+ years out.
BWG Strategy’s monthly Semiconductor survey focuses on ongoing trends for Q2 ‘21 across the industry. This report captures granular insights from 39 producers, equipment providers, distributors, consultants, and end-users in both the enterprise and consumer markets to measure growth and supply expectations for this quarter as well as for the remainder of 2021.
My utilization of BWG has certainly picked up during this period. You continue to do a great job with your value-add more apparent than ever in volatile times.